Podcasts · For investors
Intentional Family Wealth Podcast
As of Oct 5, 2026, Intentional Family Wealth Podcast, hosted by Stephen Nelson and Matt Higbie of Birchwood Capital, is listed on AdvisorIQ with a host verified against the SEC's IAPD records; its episodes have not been read yet.
Two advisors talk about stewarding significant family wealth. Episodes cover giving with purpose, concentrated stock and large capital gains, and raising grounded children after a business sale.
- Hosts
- Stephen Nelson and Matt Higbie
- Firm
- Birchwood Capital
- For
- Investors
- Topic
- Estate planning
Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.
Latest episodes
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